Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zion? Claim Your ProfileZion Osner is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm with over 6,500 clients. Zion is registered to provide investment advice in Indiana and Texas. Zion has worked in the industry since 2022. Zion holds the Series 66, Series 7 and SIE licenses. Zion also has a strong background in business, having worked at multiple firms including Valic Financial Advisors, Inc. and AGIA. Zion is dedicated to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
01/08/2025 - Present
Raymond James Financial Services Advisors, Inc. (Muncie IN)
IN
09/29/2022 - 07/15/2024
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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